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  • Updated Successor fund transfer protocol is now available

    Sections of the Successor fund transfer (SFT) reporting protocol have been updated. These updates provide additional guidance for funds undertaking SFTs, and include:

    • SuperMatch customer verification requirements
    • Blackout periods
    • Pension chapter renamed Income streams – content presentation changed and new headings added
    • Re-reporting obligations
    • Contributions Splitting
    • No-TFN contributions income tax offset.

    For assistance with SFT issues, lodge an enquiry using the Super Enquiry Service.

    See also:

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      Last modified: 15 Sep 2021QC 66763